Customer & Partner Portal — customer and partner portal for your business software
The Customer and Partner Portals are separate sign-in areas on your company address for people outside your company. Customers see the quotes and documents your team has shared, accept a quote, view their statement and pay invoices online; partners register deals and see their commissions. A customer only sees what has been shared and cannot reach the main application. Limits today: staff create portal users and shares through the developer interface because there is no screen, tickets are not live, and customers sign in with a password.
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20 features in 3 areas · works with 5 other modules · 2 team workflows
Full feature list
Customer portal
Let customers see what you have sent them and settle what they owe, without calling you.
- Private sign-in on your company address — Customers sign in with email and password on your company's own portal address. The company is taken from the address, so a login for one company cannot be used on another.For: Customer
- Quotes shared with them — A customer sees only the quotes your team has shared with them, with number, status, total, currency and validity date. Shares can have an expiry date.For: Customer
- Accept a quote online — One click accepts a quote that is still open. The acceptance is recorded with the portal user and passed on so a sales order can follow.For: Customer
- Shared documents — A list of the documents your team has shared with them, shown with their titles and the date shared.For: Customer
- Account statement — Open balance, overdue amount and payments received for the last months (twelve by default), with every open invoice, its instalments and its balance, and credit notes marked.For: Customer
- Pay invoices online — Tick the invoices, press Pay now and complete payment at your company's card gateway (Telr, PayTabs, Tap, Checkout.com or Stripe). The receipt appears only once the gateway confirms, and the page waits for that on return.For: Customer
- Part payments — Customers can pay part of a balance when your company allows it; otherwise invoices are paid in full.For: Customer
- Pay by bank transfer — The statement shows your bank details when online payment is off or the customer prefers a transfer.For: Customer
- Payment history and cancel — The customer sees online payment attempts with their state and can cancel one they abandoned.For: Customer
- Saudi invoices appear once cleared — An invoice still waiting for Saudi e-invoice clearance is not shown on the statement and cannot be paid until cleared.For: Customer
Partner portal
Give resellers and referral partners their own window onto deals and earnings.
- Partner sign-in — Partners sign in separately from customers, on your company address.For: Partner
- Register a deal — A partner enters the company name, contact, email, estimated value, currency and notes for a prospect they are bringing you.For: Partner
- Track my deals — The partner sees every deal they registered with its status and the opportunity it links to once your team opens one.For: Partner
- My commissions — A read-only list of commissions on the partner's deals once they are linked and payable.For: Partner
Staff controls and safety
How your team decides who gets in and what they see.
- Create and deactivate portal users — Staff create a customer or partner login linked to a contact or account, and switch it off when the relationship ends. Switching a login off ends the person's open sign-in at once on every portal page, the statement and online payment included; switching it back on lets them sign in again. This is available through the interface for developers; the app has no screen for it yet.For: CRM administrator, Sales manager
- Share only what you choose — Staff share a quote, invoice, document or ticket with one portal user, with an optional expiry, and can revoke the share. A customer sees nothing that has not been shared. There is no screen for this yet.For: CRM administrator, Sales manager
- Separate permission — A dedicated permission controls portal users and shares, given to CRM administrators and sales managers.For: CRM administrator
- Portal sessions stay separate — Portal visitors use their own sign-in that lasts up to 24 hours and is checked on every request: the customer or partner type, the login still switched on, the company open, its subscription still including the portal, and the portal switched on. It ends on the next click when any of these stops. It cannot be used for the main application.For: Customer, Partner
- Sign-in resists guessing — A failed sign-in gives one answer whatever the reason, so it does not reveal which addresses have a login. Five wrong passwords in a row lock the login for 15 minutes, each connection may try about 20 times a minute, and a sign-in link is made only for an existing, switched-on login and never creates an account.For: Customer, Partner, CRM administrator
- Audited changes — Creating a portal user and portal sign-ins are written to the audit log.For: CRM administrator
Works with other modules
Done by more than one person
What each role gets
- Customer portal user — A portal outside the company's main workspace where each customer signs in with their own account on your company address and sees only what has been explicitly shared with them (their quotes and the documents sent to them) plus their own statement. Can accept a quote directly, which changes its status and is followed by a sales order for the sales team, and can pay invoices online, but cannot change anything else or see another customer's data.
- Partner user — A self-service space for resellers and channel partners to register a deal (company, contact, estimated value) the moment they find it, staking their claim before your team opens an opportunity for it. Tracks its status and the linked opportunity, and sees their own commissions read-only, with no view of any other partner's deals or commissions.
Frequently asked questions
Can customers see their invoices and pay online?
Yes. The statement lists open invoices, instalments and receipts, and Pay now opens your card gateway, when online payment is on.
Can partners register deals?
Yes. They enter the prospect's details, track status and see their commissions.
Do customers see everything about their account?
No. They see only the quotes and documents your team shares with them, plus their own statement.
Are portal logins separate from staff logins?
Yes. Portal visitors have their own 24-hour sign-in and cannot open the business application.
Do I need a screen to add portal users?
Not yet. Staff add users and shares through the interface for developers; no screen exists.
Can customers raise support tickets in the portal?
Not yet. The ticket list is empty by design today.
Can we switch the portals off?
Yes. Settings → Features → CRM has a Customer portal and a Partner portal switch, both on by default. Switching one off closes its sign-in and every page of it at once, the statement and online payment included for the customer portal.
Is there a sign-in link by email?
Not working end to end yet: links are not e-mailed, and one is made only for an existing, switched-on login. Customers use email and password.
Part of one platform
Customer & Partner Portal is part of the platform itself, not a separate app: every workspace has it, and it works across all 59 apps with the same sign-in, people and customers. See all apps or how Tarleaks ERP compares with Odoo, ERPNext and Zoho.